Ignite Planners, LLC

Position in C — Citigroup Inc

CIK 1849348 SAN CLEMENTE, CA

Position in C

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$884,967

+$184,321 QoQ

Shares Held

6,323

+2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,409

of 2,617 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ignite Planners, LLC holds $8,587,884 across 7 Banks - Diversified names. C ranks #3 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	11,082	$3,627,471
2	BAC	Bank Of America Corp /De/	27,235	$1,551,850
3	C	Citigroup Inc This page	6,323	$884,967
4	BMO	Bank Of Montreal /Can/	4,838	$854,874
5	HSBC	Hsbc Holdings PLC	7,790	$740,751
6	BNY	Bank of New York Mellon Corp	3,342	$483,286
7	WFC	Wells Fargo & Company/Mn	5,381	$444,685

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$884,967	6,323	+2.3%	Shares	Sole	2026-07-23
2026-03-31	$700,646	6,178	+1.7%	Shares	Sole	2026-04-17
2025-12-31	$708,541	6,072	-59.7%	Shares	Sole	2026-02-06
2025-09-30	$1,528,285	15,057	-2.1%	Shares	Sole	2025-10-08
2025-06-30	$1,309,741	15,387	-9.0%	Shares	Sole	2025-08-08
2025-03-31	$1,200,085	16,905	+1.7%	Shares	Sole	2025-05-06
2024-12-31	$1,169,881	16,620	+3.1%	Shares	Sole	2025-01-14
2024-09-30	$1,008,673	16,113	-1.9%	Shares	Sole	2024-10-07
2024-06-30	$1,042,203	16,423	-2.6%	Shares	Sole	2024-07-12
2024-03-31	$1,066,542	16,865	-0.5%	Shares	Sole	2024-04-12
2023-12-31	$871,908	16,950	-7.2%	Shares	Sole	2024-01-09
2023-09-30	$751,609	18,274	+221.0%	Shares	Sole	2023-10-11
2023-06-30	$262,059	5,692	+6.5%	Shares	Sole	2023-07-12
2023-03-31	$250,720	5,347	+3.8%	Shares	Sole	2023-04-18
2022-12-31	$232,934	5,150	—	Shares	Sole	2023-02-03
No filing history on record for this holder in this stock.